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NEW QUESTION # 44
A company uses Dynamics 365 Sales. You have administrator privileges.
The sales manager plans to require the sales team to track emails from Microsoft Outlook.
You need to direct users to where they can deploy their own App for Outlook instance.
To where should you direct them?
Answer: B
NEW QUESTION # 45
The remote sales workforce of your organization has been using the integrated Teams chat to collaborate internally. To save time, you indicate to the sales leader that suggested contacts can be displayed when a seller starts a new connected chat.
The sales leader asked you to configure the ability to use suggested contacts.
Which three users can you use as a rule for suggesting contacts? Each correct answer presents a complete solution. (Choose three.) NOTE: Each correct selection is worth one point.
Answer: A,C,E
Explanation:
When configuring suggested contacts for a new connected chat in Dynamics 365, the following user roles can be utilized as rules for suggesting contacts:
The user assigned as your manager on your system user record: This is a logical option, as it allows the system to suggest contacts that are in the user's direct reporting line.
The Record Owner of the initiating record: This user is directly associated with the record being discussed or worked on, making it relevant for suggestions.
The Created By of the initiating record: The creator of the record may also have pertinent insights or context about the record, making them a suitable candidate for suggestion.
NEW QUESTION # 46
You are the Dynamics 365 administrator at an organization that uses both Dynamics 365 Customer Insights - Journeys and Dynamics 365 Sales.
You have configured Customer Insights - Journeys to create leads from web form submissions.
You also allow your sales users to create leads using the user interface.
Your organization has recently hosted an event at a conference.
You have a Customer Insights - Journeys web form to capture leads immediately at the conference.
You expect sales users to enter lead information for prospects they meet at the event in the week after the conference.
You need to keep your data clean while also capturing all the valid leads from the event.
What should you do?
Answer: B
Explanation:
Enabling duplicate detection on leads based on email is crucial for maintaining clean data while allowing for lead capture from both web forms and manual entry by sales users. By doing this, you can ensure that if a lead created at the conference via the web form has the same email address as one entered by sales users, the system will recognize it as a potential duplicate and handle it accordingly.
NEW QUESTION # 47
A company uses Microsoft SharePoint document management in Dynamics 365 Sales to store contracts.
The company wants only the contracts team to have access to the documents. The contracts team has a custom security role.
You need to restrict privileges to secure the documents.
What should you do?
Answer: D
Explanation:
Since the company uses Microsoft SharePoint for document storage, access to documents is controlled through SharePoint permissions rather than Dynamics 365 security roles.
To restrict document access to only the contracts team, you should update the users list in the SharePoint site where the documents are stored. This involves configuring SharePoint permissions to ensure that only the contracts team (or a specific SharePoint group associated with them) has access to the document library where contracts are stored.
Reference: Microsoft Documentation - Manage SharePoint Permissions for Document Management in Dynamics 365
NEW QUESTION # 48
Hotspot Question
A sales manager needs to set up goals in Dynamics 365 Sales for salespeople.
The measurement of goals must be based on the total deal amount upon closing an opportunity.
The fiscal year for the goals must be based on the calendar year.
You need to create the rollup query for the goal metrics.
Which options should you select? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Box 1: Opportunity
Entity
Dynamics 365 Sales, Define goal metric and rollup fields
For each goal metric, you can create up to three rollup field records. Each record can specify actual, in-progress, or custom amount or count. You can use the same source table or difference source tables for all rollup field records. For example, in a goal metric that specifies the Money type, you can use an opportunity table as a source table and Opportunity.ActualValue as a source attribute. This lets you track the actual money amounts in all opportunities that are closed as "Won". The Opportunity.EstimatedValue can be used to track the revenue that is expected after the opportunity is closed.
Box 2: Actual Close Date
Date field
Specify Rollup Fields
To specify other important rollup information, use the rollup field table.
* RollupField.DateAttribute
The date that is validated against the goal time period, such as Opportunity.ActualCloseDate or Lead.EstimatedCloseDate. A record participates in the goal rollup, if the specified date falls between the start date and the end date for the goal. For example, if an opportunity is closed between the start and end dates for the goal, revenue generated from this opportunity is added to the goal's total revenue; otherwise, it is not included.
Box 3: Actual Revenue
Revenue field
Examples of rollup data are Lead.EstimatedAmount and OpportunityClose.ActualRevenue that can be rolled into the Goal.InProgressMoney and the Goal.ActualMoney rollup fields.
NEW QUESTION # 49
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